Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSPM Stock Details RSPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-762	Closed	-$26K	–	5779
2025 Q4	$26K	Buy	762 +4	+0.5%	+$131	﹤0.01%	4020
2025 Q3	$25K	Buy	+758	New	+$25.2K	﹤0.01%	3991
2024 Q1	–	Sell	-315	Closed	-$11K	–	4692
2023 Q4	$11K	Buy	+315	New	+$9.84K	﹤0.01%	3145
2023 Q1	–	Sell	-40	Closed	-$1K	–	4309
2022 Q4	$1K	Buy	+40	New	+$1.27K	﹤0.01%	3830
2019 Q1	–	Sell	-1,000	Closed	-$19K	–	3230
2018 Q4	$19K	Buy	+1,000	New	+$20.1K	﹤0.01%	1160

Other funds holding RSPM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RSPM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2026, closing a stake of 762 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in RSPM in Q4 2018 and held it in 5 quarters. The position peaked at $26K in Q4 2025. 70 funds tracked by Wall St. Rank hold RSPM as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 762 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2026, an estimated $26K.
Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2018 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Invesco S&P 500 Equal Weight Materials ETF position peaked at $26K in Q4 2025.
70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.